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BALCX vs TAAHX
BALCX vs TAAHX Comparison
Open Charts BALCX vs TAAHX
American Funds American Balanced C
Price$38.78
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Transamerica Multi-Managed Balanced R
Price$37.24
Change+$0.11 (+0.30%)
VolumeN/A
Net Assets1.5B
BALCX vs TAAHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. TAAHX (1.5B). TAAHX (1.17) and BALCX (1.12) have matching dividends . BALCX was incepted earlier than TAAHX: BALCX (25 years) vs TAAHX (4 years). TAAHX (1.32) and BALCX (1.31) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 44.00 vs. TAAHX (41.00). TAAHX has a lower initial minimum investment than BALCX: TAAHX (0) vs BALCX (250). BALCX annual gain was more profitable for investors over the last year : 9.12 vs. TAAHX (4.17).
| BALCX | TAAHX | BALCX / TAAHX | |
| Total Expense Ratio | 1.31 | 1.21 | 108% |
| Annual Report Gross Expense Ratio | 1.31 | 1.32 | 99% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | 14.307 | 10.717 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.5B | 17,757% |
| Annual Yield % from dividends | 1.12 | 1.17 | 95% |
| Returns for 1 year | 9.12 | 4.17 | 219% |
| Returns for 3 years | 48.69 | 38.76 | 126% |
| Returns for 5 years | 38.19 | N/A | - |
| Returns for 10 years | 69.62 | N/A | - |
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